等待开盘 07-09 09:30:00 美东时间
-0.704
-2.12%
美股芯片巨头集体杀跌,闪迪跌超12%,英特尔、应用材料跌超10%,西部数据大跌超9%,美光科技、AMD跌超8%;华尔街警告:美股市场正同时酝酿“价格泡沫”与“盈利泡沫”>>
07-07 22:29
人工智能投资热潮持续推动美股上涨,但部分分析人士警告,当前市场可能同时存在股价高估和盈利预期过热的“双重泡沫”。一旦企业利润无法兑现,市场或面临大幅重新定价风险。
07-07 13:23
2026年,SpaceX上市引发市场关注,尽管其持续亏损,但估值高达2.1万亿美元。美国股市整体估值处于历史极端水平,席勒市盈率和巴菲特指标均创历史新高。AI投资热潮面临资本回报率低和基础设施建设受阻的困境。地缘政治冲突对市场影响有限,黄金等避险资产未能发挥传统功能。政府直接入市成为企业股东,引发利益冲突担忧。多重失衡叠加下,市场回归均值是必然趋势。
07-01 22:30
①美光科技的强劲财报为AI行情注入活力,但投资者对AI泡沫的担忧升温; ②科技巨头市值因资本支出增加而蒸发,企业高管对AI影响持怀疑态度; ③分析师认为科技巨头不会撤退,但估值过高和市场集中度高引发泡沫警告。
06-29 15:35
巴克莱银行推出希勒巴克莱CAPE美国中小盘行业指数(即希勒巴克莱CAPE美国月中行业总收益净指数),这是面向美国中小盘股票的价值型指数,属于希勒巴克莱CAPE指...
06-24 21:45
Exxon Mobil signs deal to supply South Africa's first planned LNG terminal CAPE TOWN, June 17 (Reuters) - Exxon Mobil XOM.N has signed a preliminary deal to supply liquefied natural gas to South Africa's Zululand Energy Terminal, which will be the country's first LNG import facility once built, the
06-17 15:00
GLOBAL MARKETS-Asia stocks slide as Middle East anxiety offsets AI optimism MSCI Asia ex-Japan fluctuates between gains and losses, KOSPI choppy Oil prices steady around $95 as Brent resumes trading Anthropic IPO, Google cash call renew hopes around AI supply chain Updates markets, adds South Korea
06-02 11:19
Kohl's (NYSE:KSS) reported first-quarter financial results on Thursday. The tra...
05-28 22:05
Approximately $20.6B is on its way to importers who successfully filed claims using the new web portal developed by US Customs and Border Protection, the agency said Tuesday in a court filing reviewed...
05-27 15:22